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August 31, 2021

Impact of the Secure Act’s Long Term Part-time 401(K) Rules for Restaurants

For restaurants there are some unique issues that you face due to typical high turnover, younger age demographic, lower wages and part-time status. It was pretty standard to be able to exclude these employee’s if they worked less than one year and/or 1000 hours. With the SECURE Act now in full motion it is important […]

July 16, 2021

Capital Markets 2021 Third Quarter Outlook

Hey, everyone, it’s Michael Carlin, President of Henry+Horne Wealth Management. It’s 10:00 a.m. sharp, so I figured I’m ready. So why don’t we just go ahead and take a dive into our third quarter marketing outlook? It’s always an interesting series of times with economic data piling in from a variety of different sources. As […]

December 29, 2020

Is Inflation Coming For Us In 2021?

As we watch the news with daily vaccination updates, optimism is starting to creep back. The economic picture is improving. We’re starting to dream of travel, vacations and a resumption of what life was Pre-COVID. Clearly, the stock market and investors expect an economic rebound in 2021 with stock market surges to new all-time highs. […]

November 10, 2020

Responsible Innovation

Henry+Horne Wealth Management President Michael Carlin and David Guston, School Director and Professor of ASU School for Future of Innovation in Society talk about innovation, the challenges it faces and what the future looks like. What is it and why do investors need to think about it? Watch the video

November 10, 2020

Public Interest Technology

Michael Carlin, President of Henry+Horne Wealth Management and David Guston, School Director and Professor of ASU School for Future of Innovation in Society talk about innovation, the challenges it faces and what the future looks like. Responsible technology innovation that is in the public’s best interest. Watch the video

October 24, 2020

2020 Q4 Market Update

Henry+Horne Wealth Management President Michael Carlin and Joe Taiber discuss the market update in the fourth quarter of 2020 and the impact of the upcoming election. Watch the video

July 20, 2020

2020 Q3 Market Update

Michael Carlin Good morning, everyone, it’s Michael Carlin, president of Henry+Horne Wealth Management, with your Manage the Funds podcast, your Capital Market Outlook. Once again, we are joined by my favorite, my friend, Joe Taiber. Thank you so much for joining us, Joe, again. Joe Taiber Thanks for having me again, Michael. A pleasure to […]

July 9, 2020

Q: Why is Understanding Your Net Worth So Important?

Why is net worth so important? That’s a great question, and today we’ll answer it while also unfolding the definition of ‘net worth.’ Net worth is essentially the sum of all the assets you own (more on that in a second) versus the outstanding debts you owe. If you add these two numbers together and come […]

June 22, 2020

Q: What’s the Difference Between Financial Planning & Wealth Management?

Terminologies change all of the time, so it’s always important to make sure you know exactly what is meant by a certain phrase or title. 25 years ago, a common term in the investment advisory world was ‘broker,’ and that meant someone who would trade individual security for a commission; you rarely see anyone refer […]

May 20, 2020

Q: How Do You Become Financially Fit?

How do you become financially fit? There are several steps you need to follow. First, set goals that make sense for you. This means focusing on where you want to end up. Do you want to pay off your house? Do you not want to worry about auto payments anymore? Maybe you want to retire with millions of […]

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